Wealth Advisors of Tampa Bay’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-414
| Closed | -$106K | – | 122 |
|
|
2025
Q1 | $106K | Buy |
+414
| New | +$106K | 0.04% | 104 |
|
|
2022
Q2 | – | Sell |
-828
| Closed | -$212K | – | 103 |
|
|
2022
Q1 | $212K | Hold |
828
| – | – | 0.06% | 100 |
|
|
2021
Q4 | $243K | Buy |
+828
| New | +$243K | 0.06% | 99 |
|
|
2018
Q4 | – | Sell |
-1,025
| Closed | -$221K | – | 72 |
|
|
2018
Q3 | $221K | Hold |
1,025
| – | – | 0.16% | 67 |
|
|
2018
Q2 | $212K | Buy |
+1,025
| New | +$212K | 0.16% | 66 |
|